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iShares 0-5 Year TIPS Bond ETF

605 hedge funds and large institutions have $5.68B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 267 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+23
Holders Change %
+3.95%
% of All Funds
8.87%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.85%
New
93
Increased
188
Reduced
267
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
351
Wealthspan Partners
Iowa
$677K -$87.6K -888 -11%
TFA
352
Toth Financial Advisory
Virginia
$672K -$463K -4,694 -41%
TWM
353
TSA Wealth Management
Texas
$670K +$670K +6,793 New
Bank of Montreal
354
Bank of Montreal
Ontario, Canada
$657K -$2.19M -22,122 -77%
WKWM
355
Walter & Keenan Wealth Management
Indiana
$651K -$34.5K -350 -5%
WI
356
WBI Investments
New Jersey
$648K -$122K -1,233 -16%
SRA
357
Secured Retirement Advisors
Minnesota
$647K +$647K +6,565 New
SFC
358
Strategic Financial Concepts
Texas
$638K +$88.5K +898 +16%
TDWM
359
Topel & Distasi Wealth Management
California
$636K
RG
360
Rathbones Group
United Kingdom
$630K +$324K +3,283 +106%
AWE
361
Avidian Wealth Enterprises
Texas
$624K -$169K -1,715 -21%
IAN
362
Integrated Advisors Network
Texas
$608K -$326K -3,303 -35%
FNWA
363
Financial Network Wealth Advisors
Utah
$603K +$603K +6,120 New
NRWA
364
North Ridge Wealth Advisors
Oregon
$597K -$193K -1,955 -24%
TNBTD
365
Trustmark National Bank Trust Department
Mississippi
$595K
RFG
366
RFP Financial Group
Georgia
$579K +$986 +10 +0.2%
PWM
367
PBMares Wealth Management
Virginia
$576K -$110K -1,114 -16%
TSS
368
Two Sigma Securities
New York
$570K -$79.8K -809 -12%
CPA
369
Cardiff Park Advisors
California
$559K +$4.44K +45 +0.8%
FW
370
Fairway Wealth
Ohio
$556K +$556K +5,637 New
QWM
371
Quadcap Wealth Management
Texas
$555K +$555K +5,631 New
GW
372
GW & Wade
Massachusetts
$552K -$52.6K -533 -9%
WWM
373
Western Wealth Management
Colorado
$551K -$263K -2,666 -32%
KV
374
Kickstand Ventures
New York
$551K +$157K +1,594 +40%
PIM
375
Penobscot Investment Management
Massachusetts
$550K +$21.7K +220 +4%